Resources
Run the AI-native audit — and run it well.
Free CPE, practical templates and customer stories from a team that runs audits on this platform every day.
Education
Free CPE for partners, managers and seniors. Webinars, conferences and product events.
- AI for Audit: What CPA Firms Need to Know in 2027Coming soon
- Using AI While Maintaining Professional ScepticismComing soon
- Designing an AI Governance Policy for Your Audit PracticeComing soon
- AI Agents vs. Traditional Audit AutomationComing soon
- How AI Changes Audit EconomicsComing soon
- PCAOB Considerations When Using AIComing soon
- How to Increase Audit Capacity Without Adding HeadcountComing soon
Tools & templates
Free, practical resources — plus an AI readiness assessment and the ROI calculator.
Open the ROI calculator- Free AI Policy for CPA FirmsComing soon
- Audit AI Readiness Checklist — 20 questions, a score, and recommendationsComing soon
- Audit Planning ChecklistComing soon
- PBC Request List TemplateComing soon
- Audit Risk Assessment TemplateComing soon
- Audit Documentation ChecklistComing soon
- AI Audit Documentation ChecklistComing soon
- Single Audit ChecklistComing soon
- PCAOB AI Considerations ChecklistComing soon
- Audit Quality Control ChecklistComing soon
- Engagement Budget TemplateComing soon
Customers
Customer stories, honest comparisons and how we handle your data.
- Customer stories — case studies and measurable resultsComing soon
- Compare Validate — Caseware, Thomson Reuters, CCH, Fieldguide, Inflo, AuditFileComing soon
- Security & trust — SOC 2, data handling, AI governance, architectureComing soon
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